JXI:NYE-iShares Global Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 67.02

Change

-0.19 (-0.28)%

Market Cap

N/A

Volume

9.14K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-11 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU Utilities Select Sector SPDR®..

-0.73 (-0.93%)

USD 17.53B
FUTY Fidelity® MSCI Utilities Inde..

-0.45 (-0.89%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

+1.00 (+1.63%)

USD 0.42B
JHMU John Hancock Exchange-Traded F..

-0.05 (-0.19%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.16 (-0.40%)

N/A
IDU iShares U.S. Utilities ETF

-0.90 (-0.90%)

N/A
VPU Vanguard Utilities Index Fund ..

-1.38 (-0.82%)

N/A

ETFs Containing JXI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.47% 88% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.47% 88% B+ 80% B-
Trailing 12 Months  
Capital Gain 17.30% 25% F 86% B+
Dividend Return 1.73% 25% F 31% F
Total Return 19.03% 25% F 85% B
Trailing 5 Years  
Capital Gain 22.30% 25% F 43% F
Dividend Return 15.26% 50% F 38% F
Total Return 37.56% 25% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.90% 13% F 47% F
Dividend Return 6.15% 25% F 47% F
Total Return 2.24% 63% D 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.89% 88% B+ 79% B-
Risk Adjusted Return 62.20% 25% F 74% C
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.